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Operational hierarchies exist for a reason: they entrust the right people with authority and accountability.
The Trail hierarchy looks like this:
Trail helps maintain consistency and standards by distributing tasks from head office to sites.
Sure, specific tasks can be also assigned to specific sites. But what about…
Opening Checks that are identical for everyone except Baker St which also has umbrellas to put out
or
Liverpool St whose bins are kicked over every Saturday night
or
Old signage that needs replacing at Oxford St tomorrow
Are these the kinds of things head office or operations managers will know about? Not according to our customers.
It’s the Managers. Which is why we’ve built powerful new features to help them run better sites 💪
Fundamentally, Managers know the details of what makes their sites tick better than anyone.
Managers could previously only be assigned to several sites using Areas. Now, they can be assigned to manage just one — with the same permissions as a multi-site Manager
If a check is missing it can be added to a site’s checklist just this time or every time the task occurs, such as handover notes. Managers can’t access the Task Planner to create or change organisation tasks.
If a check doesn’t apply to that site — like cleaning equipment they don’t have — it can be marked Not Applicable just this once or every time the task occurs.
Sensitive tasks can be now assigned to Managers only, like accidents, finance, or HR. They’ll appear like a normal task in the site list for them, but won’t be visible to Teams.
Mistakes happen, and waiting for an Admin just holds everyone up. Managers can now re-open tasks that were marked as done Today (not previous days).
Many widgets remember equipment or food lists from previous days to make it quicker to complete. Managers can now update those lists.
With such high staff turnover, keeping user accounts up to date can be a big job. Managers can now add and remove users from their site(s).
Managers now have better visibility over their sites’ performance through the daily emails, activity feed and Insights section.
This is one of the most important features we’ve released and paves the way for a host of features to improve the experience for sites and teams. We strongly recommend that every site is assigned a Manager.
Your Customer Success manager can answer any questions and help get your Managers set up.
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